Monthly Update: MAY
Starting Balance $4,704.17
Deposit $1079.14
Dividends $14.61
Net Gain or Loss (265.79)
Realized gain or loss $(14.41)
Ending Balance $5495.77
June starting balance $5495.77
Stocks Shares and Dividend Update
FCX $8.69
PBCT $5.92
Cash $0
Totals Emergency fund. $1000 Opportunity fund $ 789.49 Precious Metals Silver 300oz Gold 3oz | ||
Thoughts
Dropped BWLD for MCD we need dividend yield and support while the market is uncertain and throughout time dividends are a great source of total returns. I am looking to add more to the positions that we already have may use the opportunity fund if stocks continue to slide. I will raise cash again after the market starts to go up until then I will DCA.
Side note: For June and July the book club will be reading the The Intelligent Investor
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